TJX Companies (TJX) Buy, Sell or Hold

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TJX Companies (TJX)

132.08

-0.11 (0.08%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

119 watching

Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

The reviews indicate a mixed outlook for TJX Companies, with several experts expressing concerns over recent stock performance, highlighted by a 17% decline in the last six months, partially attributed to a disappointing quarter and underperformance in key divisions like TJ Maxx and Marshalls. Despite these challenges, some analysts see potential for recovery due to a strong global store presence of 5,200 locations and the company's ability to capitalize on consumer trends favoring discounted goods. There's also acknowledgment that retail stocks were affected by market rotations but this might present a buying opportunity for long-term investors, especially as discounts remain attractive to consumers. While certain experts maintain a positive view with expectations of solid upcoming earnings, caution remains prevalent due to broader economic conditions affecting consumer spending.

Consensus

Cautious

Valuation

Fair Value

Similar

Ross,Ross

DON'T BUY

Likes it, but they have a lot of European exposure, so it's not as trustworthy as it used to be.

BUY

Ross and TJX benefit from oversupply in retail, and we've seen oversupply in many retail names.

WATCH

She's surprised that TJX's numbers (and retail) are up. After all, you have to go to their stores to spend; they don't have much e-retailing. She's looking at this as well as luxury clothing retailing. Louis Vuitton is down 25% since the start of February probably because people feel less wealthy than they were. She suspects this feeling extends to the lowest-end customer, too. Retail stocks should be cheap, but those with good balance sheets will be fine.

BUY

Allan Tong’s Discover Picks Reopening retail stocks have slid lately, so this a buying opportunity. TJX hit $73.78 on May 7 and now trades below $65. One caveat, though, is that TJX’s PE now stands at 52.7x, higher than the sector’s 32.5x. Attribute their PE to high growth expectations, but analysts foresee a forward PE of 22.94x. To be prudent, buy an initial position on a pullback, then see how TJX performs before buying a second tranche. Read 3 Retail Stocks to Buy Now: Ready, Set, Shop for our full analysis.

SELL

They have done stunningly well over the last 20 years but for a large company it gets increasingly difficult to grow at decent rates, so he is thinking of selling it.

BUY

They report Wednesday. TJX quietly makes money and this time shouldn't be different.

BUY

He read an excellent report today on TJX. He recommended selling this way too soon and he's now angry at himself. This will be a monster good stock in the spring reopening.

DON'T BUY

Covid could be a great long-term opportunity for TJX, because they buy clothes and other products from distressed merchants, but short-term he doesn't see many customers, because they don't sell essential, must-have items during this pandemic. He expects a disappointing quarter. They report next week.

PARTIAL SELL

He questions how good it is, because it's a retail store. Has good inventory. Doesn't scream higher. He sold some of his shares.

COMMENT

It has a poor online presence and has the wrong inventory. Its footprint isn't designed for social distancing whereas Costco aisles are so wide you can drive car down them. The stock has been bouncing, helped by getting inventory from dying retailers. This will be in great shape once the pandemic is under control and people can safely shop again. Up 2.5% today on hopeful vaccine news. so the market is impatient.

DON'T BUY

TJX-N are stores that were doing amazing business prior to the pandemic. It is hard to imagining how they will come back.

PAST TOP PICK

(A Top Pick Feb 28/19, Up 19%) Relatively defensive retail name. Nimble, agile, able to respond to fashion and the economy. Amazing earnings report yesterday. Earnings above estimates. Hiked dividend. Announced a buyback. Raised guidance.

PAST TOP PICK

(A Top Pick Jan 07/20, Up 4%) It has been on a tear. They get a lot of their product from companies going out of business. This has been a strong seasonal trade over the years.

TOP PICK

Jan. 23 to March 31 is seasonality. People have been down on retail for so long because of the Amazon effect. But TJX sources its merchandise from ailing brick-and-mortar stores to sell at wide margins. TJX has done well. January to March seasonality has been strong in recent years. Chart looks good, so seasonality is likely to repeat. (Analysts’ price target is $65.15)

PAST TOP PICK

(A Top Pick Apr 12/18, Up 34%) Their ability to be very nimble, to change inventory quickly helps the bottom line. In an economy that could slow down, you want to own a company like this. They are expanding internationally also. People like shopping at Winners.

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TJX Companies (TJX)